Senior Wealth Planner & Tax Strategy Director
JPMorgan Chase & Co.
JPMorgan Chase & Co. is looking for an Executive Director, Wealth Planner in Houston, Texas. In this role, you will leverage your extensive knowledge of tax and trust laws to provide clients with sophisticated wealth planning advice. You will work closely with Advisors and divisional leadership to promote J.P. Morgan’s expertise and develop business opportunities. The ideal candidate will possess strong communication skills and a collaborative spirit in providing firm-wide strategic solutions across wealth management topics. A J.D. and several years of experience in trusts and estates is essential. #J-18808-Ljbffr JPMorgan Chase & Co.
- Huntington National Bank seeks a Wealth Planner in Houston, Texas, to deliver financial planning to clients with assets between $1-10M. The... ...discovery conversations, and developing comprehensive wealth strategies. Candidates should have a bachelor's degree, preferably a CFP...SeniorRemote jobWork at office
- Westwood Holdings in Houston is looking for a Senior Wealth Associate to support Advisors in delivering exceptional client service. This role is centered on preparing high-quality client materials, supporting planning, and ensuring accuracy in deliverables. The ideal candidate...Senior
- BDO USA, LLP is seeking a Senior Tax Manager in Houston, Texas, to provide tax and consulting services to business clients. This role requires managing tax planning for pass-through entities and ensuring compliance with tax regulations. Ideal candidates will have a Bachelor...Senior
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Senior Manager, you'll work as part of a... ...complex business issues from strategy to execution. PwC Professional skills...SeniorFull timeH1bLocal areaOverseas- ...resolve problem situations. 8. Works with Wealth Strategists to maintain active prospect... ...custody, financial consulting, estate and tax planning). Attend meetings and classes to... ...Movement within the organization is encouraged, senior leaders are accessible, and you can take...SeniorWork experience placementFlexible hours
- A leading tax consulting firm in Houston seeks a Senior Tax Manager to provide tax and consulting services to business clients. The ideal candidate will oversee team performance, engage in tax planning for diverse client entities, and ensure compliance with regulations....Senior
$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...careers, now and in the future. As a Director, you'll work as part of a team of... ...complex business issues from strategy to execution. PwC Professional skills...Full timeH1bLocal areaOverseas$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...on tax planning, compliance, and strategy. These individuals help businesses... ...implement creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1b- ...financial services firm in Houston, Texas is seeking an experienced tax advisor to provide high-quality tax compliance services and... ...proficiency in Microsoft Office are essential. The role requires working on-site 4 days a week. #J-18808-Ljbffr Corient Private Wealth LLC.SeniorWork at office
$100k
...wrestling with clients over billable hours? A wealth strategist or private banker exhausted by... ...- someone who runs toward chaos (legal, tax, financial, emotional) & leaves order in... ...genuinely collaborative. No one here is too senior to roll up their sleeves & no one is too...Hourly payFor contractorsWork at officeImmediate startShift work$200k - $275k
...Job Description Experience: Director Salary: $200,000 - $275,000 per year Job... ...relocation is offered. We’re seeking a Senior Tax Manager to lead and expand our flow‑... ...compensation and upside while building real wealth faster. We offer relocation...SeniorRelocationRelocation package$125k - $165k
Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting experience. The role emphasizes strong client relationships and tax planning for a diverse clientele, including international asset reporting. You...- ...Wealth Strategist Houston, Texas;Dallas, Texas To proceed with your application, you... ...aimed at aligning financial and estate strategies with their goals. This is a highly visible... ...UHNW families and individuals ~ Strong Tax, legal research and writing skills ~ Series...Private practiceWork at officeWork from homeShift workDay shift
$200k - $275k
...spectrum firm that focuses on complex business tax. We believe that putting your employees... ...their top tier partner! If you are a Senior Tax Manager looking for a clear path to Partner... ...and upside while building real wealth faster We offer relocation assistance to...SeniorLocal areaRelocationRelocation package$115k - $245k
...com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! We serve a variety... ...includes tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and more. A...SeniorFlexible hours- ...Regional Bank seeks an Associate Client Advisor to join their Trust & Wealth Management team in Houston. You will provide holistic financial... ..., and is committed to obtaining the Certified Financial Planner (CFP) designation. Join a team where you can make a significant...
- Overview The Wealth Planner will be responsible for delivering planning to clients with a net worth... ...and implement comprehensive wealth strategies. Responsibilities Lead financial planning... ...plans, incorporating retirement, tax, estate, investment, and risk management...Work at officeRemote workWork from home
- ...US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR253 About this opportunity Our client... ...within the practice. As a Manager in the wealth & asset management tax practice, your key... ..., with a focus on implementing tax strategies aligned with client business objectives Managing...Local area
- A leading advisory firm in Houston seeks an experienced tax professional to manage complex tax returns and client relationships. The position requires 5-10 years in tax preparation and a CPA license or eligibility. Candidates should possess strong leadership and analytical...Senior
- MDAEdge is seeking a highly skilled tax professional in Houston, Texas, to oversee client services teams and deliver comprehensive State and Local Tax (SALT) services. The role requires strong leadership abilities, extensive tax compliance experience, and at least a Bachelor...SeniorLocal area
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At... ...guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax...Full timeH1b$100k - $120k
A wealth management firm in Houston is searching for a CPA with 3-5 years of experience focused on advanced tax planning. In this role, you will prepare and review tax returns, collaborate... ...advisors to develop proactive tax strategies, and engage with clients to provide...- ...Financial Services Tax Practice Director A career in our Financial Services Tax practice, within Corporate Tax services, will provide you... ...problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities...Local areaOverseas
- A leading financial recruitment firm is seeking a Tax Manager based in Houston, Texas, focusing on wealth and asset management. The ideal candidate should have at least 5 years of relevant tax experience, a CPA certification, and strong expertise in federal, state, and...SeniorLocal area
- ...small details yield important realizations. Above all, we believe that collaboration is the best way forward. We are seeking a Senior Health Planner to support our growing Health practice and continue the legacy of providing our clients and communities with creative design...SeniorFull timeFlexible hours
- ...professional with at least 10 years of relevant experience. The role involves managing client relationships and providing tailored wealth management solutions. The ideal candidate will possess strong communication and prospecting skills. A bachelor’s degree is required...Senior
$146k - $200k
Job Summary The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through... ...related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners...SeniorWork at office- ...Northern Trust Company in Houston, Texas is seeking a Private Wealth Director to cultivate client relationships across its Wealth Advisory... ...deep client relationships and coordinating customized strategies across various financial services. A Bachelor's degree and various...
- A leading professional services firm in Houston seeks a Tax Manager for its Private Wealth Services division. The role entails conducting reviews of complex tax returns and providing tax planning strategies for high-net-worth clients. Candidates should have 6-10 years...
$146k - $200k
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities... ...related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners...SeniorWork at office
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